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Private Wealth Services Tax Senior Associate
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Job Title: Private Wealth Services Tax Senior Associate
Job Location: Chicago, IL
Job Type: Full Time
Job Description:
  • Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget.
  • Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes.
  • Interact closely with client's other advisors, such as attorneys and financial managers.
  • Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc. Identify and capitalize on opportunities to sell tax services.
  • Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas.
  • Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.
  • A minimum of 2 years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting.
  • Experience in preparing and reviewing complex estate, trust, and individual returns.
  • Must be eligible for CPA or hold law license.
  • Must have a at least 2 years of recent public accounting experience.

Global Network Technologies

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